JN
Joseph P. Nader
BCI SECURITIES
Coral Gables, FL 33134
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CRD#: 4305412
JN
Professional summary
Joseph Paul Nader, who also goes by Joseph Paul Nader, Joseph Nader, is a registered financial advisor currently at BCI SECURITIES, INC. located in Coral Gables, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Joseph has worked at 11 firms and has passed the Series 63, Series 65, Series 31, Series 7TO and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Paul Nader | Joseph Nader
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NICKLAUS CHILDREN'S HEALTH SYSTEM - 3100 SW 62ND AVE, MIAMI, FL 33155. NICKLAUS CHILDREN'S HEALTH SYSTEM IS THE PARENT ORGANIZATION OF NICKLAUS CHILDREN'S HOSPITAL AND I AM THE CHAIR OF THE BOARD OF DIRECTORS FOR THE HEALTH SYSTEM AND HAVE BEEN ELECTED TO SERVE A 2 YEAR TERM, 2022-2024. AS THE CHAIR OF THE BOARD MY DUTIES ARE TO LEAD QUARTERLY BOARD MEETINGS AND ENSURE ADHERANCE TO ALL GOVERNING GUIDELINES. I HAVE BEEN A MEMBER OF THE BOARD SINCE 1/2020 AND BEEN INVOLVED SITH THE HOSPITAL SINCE 2012.I ALOS CHAIR THE INVESTMENT COMMITEE RESPONSIBLE FOR THE GOVERNANCE & OVERSIGHT OF THE BOARD DESIGNATED ASSETS, THE SELF INSIRENCE POOL AS WELL AS THE FOUNDATION ASSETS. FOR EACH ASSET POOL, INDEPENDED 3RD PARTY CONSULATANTS HAVE BEEN RETAINED. I ANTICIPATE SPENDING APPROX 10 HOURS PER MONTH ON THIS ACTIVITY AND ZERO HOURS PER MONTH DURING TRADING HOURS. I AM NOT COMPENSATED FOR THIS ACTIVITY.///// 2. Rental Property - Coconut Grove, FL; Investment-related; Started: 10/1/2022; Title: Owner; Duties: Property owner. The apartment is currently rented and the tenant is on annual lease.; No time is devoted each month during securities trading hours; 1 hour is devoted each month outside of securities trading hours.///// 3. Poulin Party LLC; Investment-related; Nature: A single purpose LLC formed to pool funds for a one time investment in a private hedge fund; Miami, FL; Started: 6/15/2010; Title: Co-Managing Member; Duties: Co-managing member, handle annual LLC state renewals and customary admin necessary to maintain the LLC active and compliant; No time is devoted each month during securities trading hours; 1 hour is devoted each month outside of securities trading hours. 4.CNB Banker, under Bci Group of companies, under common control with Bci Securities. Non-investment related, 30 hours.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Paul Nader's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joseph Paul Nader's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 17, 2024 - Present
BCI SECURITIES, INC.
Office #1: 2855 S. Le Jeune Road 1st. Floor, Coral Gables, FL, 33134RIA
BD
CRD#: 168047
Coral Gables, FL
Current
September 16, 2024 - Present
BCI SECURITIES, INC.
Office #1: 2855 S. Le Jeune Road 1st. Floor, Coral Gables, FL, 33134RIA
BD
CRD#: 168047
Coral Gables, FL
Past
January 31, 2023 - June 26, 2024
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
October 14, 2022 - June 26, 2024
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIAMI, FL
Past
October 14, 2022 - June 26, 2024
CITI PRIVATE ALTERNATIVES, LLC
BD
CRD#: 153777
MIAMI, FL
Past
June 2, 2022 - October 28, 2022
CALAMOS FINANCIAL SERVICES LLC
BD
CRD#: 19850
NAPERVILLE, IL
Past
July 24, 2015 - October 28, 2022
CALAMOS WEALTH MANAGEMENT LLC
RIA
CRD#: 143490
Coral Gables, FL
Past
May 21, 2013 - November 24, 2015
WESCOTT FINANCIAL ADVISORY GROUP LLC
RIA
CRD#: 105989
PHILADELPHIA, PA
Past
September 23, 2011 - March 16, 2012
ACTIVA CAPITAL MARKETS, INC.
BD
CRD#: 42619
MIAMI, FL
Past
May 6, 2008 - December 31, 2009
ZENITH CAPITAL INVESTMENT ADVISORS, LLC
RIA
CRD#: 144253
CORAL GABLES, FL
Past
March 13, 2008 - November 20, 2009
ACTIVA CAPITAL MARKETS, INC.
BD
CRD#: 42619
MIAMI, FL
Past
March 12, 2007 - June 25, 2007
BRICKELL GLOBAL MARKETS, INC.
BD
CRD#: 104316
MIAMI, FL
Past
October 15, 2001 - January 13, 2005
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
NEW YORK, NY
Past
January 19, 2001 - September 6, 2001
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BS
BCI SECURITIES, INC.
BCI SECURITIES, INC.
CRD#: 168047 / SEC#: 801-121997, 8-69287
RIA
Registered Investment Advisory firm - SEC (10/1/2021 Approved)Florida
Registered Investment Advisory firm - SEC (10/11/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/17/2024)
IAR
Florida(9/17/2024)
RR
New York(9/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BS
BCI SECURITIES, INC.
BCI SECURITIES, INC.
CRD#: 168047 / SEC#: 801-121997, 8-69287
RIA
Registered Investment Advisory firm - SEC (10/1/2021 Approved)Florida
Registered Investment Advisory firm - SEC (10/11/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
1450 Brickell Avenue Suite 2850, Miami, FL 33131
Mailing Address
1450 Brickell Avenue Suite 2850, Miami, FL 33131
Phone number
(305) 929-5500
Established
Florida since 07/05/2011
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
68
SEC notice filing (1 States and Territories)
FINRA licenses (23 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BANCO DE CREDITO E INVERSIONES, S.A. | SHAREHOLDER | |
| FOXX, TERESA PENNET | DIRECTOR | 2608603 |
| GARCIA NIETO, FRANCISCO JAVIER | DIRECTOR OF SALES | 6645468 |
| GROOM, PAMELA SNELL | CCO | 2870233 |
| MARTIN-DONADIO, CARLOS | CEO/DIRECTOR | 2550675 |
| MARTINEZ-LEJARZA, JUAN CARLOS | DIRECTOR | 6369051 |
| NODAR, MARIA EUGENIA | FINOP/PFO | 1660104 |
| SEGUNDO, JUAN ALBERTO | DIRECTOR | 6353039 |
| VEGA, MARIA GRISEL | DIRECTOR | 6235036 |
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 295,193,450 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BCI SECURITIES, INC.
CRD#: 168047Coral Gables, FL 33134TRUST BUT VERIFY
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